Kathleen S. Wright Associates Inc. Vanguard Energy ETF Transaction History
Kathleen S. Wright Associates Inc.
- $256 Million
- Q3 2025
A detailed history of Kathleen S. Wright Associates Inc. transactions in Vanguard Energy ETF stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 1,000 shares of VDE stock, worth $122,240. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,000
Previous 1,000
-0.0%
Holding current value
$122,240
Previous $119,000
5.04%
% of portfolio
0.05%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding VDE
# of Institutions
732Shares Held
22.1MCall Options Held
118KPut Options Held
58.7K-
Bank Of America Corp Charlotte, NC2.11MShares$258 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.59MShares$195 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA1.24MShares$151 Million0.03% of portfolio
-
Ubs Group Ag1.06MShares$130 Million0.02% of portfolio
-
Beacon Capital Management, Inc.887KShares$108 Million5.81% of portfolio